Tableau Connector for ActiveCampaign

Build 24.0.9060

Tasks

Lists all existing accounts.

Table Specific Information

Select

The connector uses the ActiveCampaign API to process some of the filters.

For example, the following queries are processed server side:

SELECT * FROM Tasks WHERE Id = 10003

SELECT * FROM Tasks WHERE DealTaskType = 1 

SELECT * FROM Tasks WHERE DueDate >= '2019-06-30T10:44:34-05:00'

SELECT * FROM Tasks WHERE DueDate <= '2021-06-30T10:44:34-05:00'

SELECT * FROM Tasks WHERE OutcomeId = 1 AND RelId = 1 AND Status = 1

Insert

Inserting a stage requires specifying a value for the DealTaskType, DueDate, Relid columns.

INSERT INTO Tasks (DealTaskType, DueDate, Relid) VALUES (2, '2021-06-30T10:44:34-05:00', 7)

Update

The connector supports updating stage/dealstage information.

UPDATE Tasks SET Title = 'updatedTitle' WHERE Id = 1

Delete

Remove all stages or a stage by specifying the Id of the stage.

DELETE FROM Tasks WHERE Id = 10003

Columns

Name Type ReadOnly Description
Id [KEY] String True

The Id column of the Tasks table.

Assignee String False

The Assignee column of the Tasks table.

Automation String True

The Automation column of the Tasks table.

Cdate Datetime True

The Cdate column of the Tasks table.

DealTaskType String False

The type of the task based on the available Task Types in the account.

DoneAutomation String False

The DoneAutomation column of the Tasks table.

DueDate Datetime False

Due date of the task.

Edate Datetime True

The Edate column of the Tasks table.

ActivitiesLink String True

The ActivitiesLink column of the Tasks table.

AssigneeLink String True

The AssigneeLink column of the Tasks table.

AutomationLink String True

The AutomationLink column of the Tasks table.

DealTasktypeLink String True

The DealTasktypeLink column of the Tasks table.

DoneAutomationLink String True

The DoneAutomationLink column of the Tasks table.

NotesLink String True

The NotesLink column of the Tasks table.

OwnerLink String True

The OwnerLink column of the Tasks table.

TaskNotificationsLink String True

The TaskNotificationsLink column of the Tasks table.

UserLink String True

The UserLink column of the Tasks table.

Note String False

The content describing the task.

OutcomeId Integer False

The OutcomeId column of the Tasks table.

OutcomeInfo String False

The OutcomeInfo column of the Tasks table.

OwnerId String True

The OwnerId column of the Tasks table.

OwnerType String False

The name of the relating object. Valid values are contact or deal.

Relid String False

The Id of the relational object for this task.

Reltype String True

The Reltype column of the Tasks table.

Status Integer False

The Status column of the Tasks table. 1 is complete and 0 is incomplete..

Title String False

The Title column of the Tasks table.

Udate Datetime True

The Udate column of the Tasks table.

User String True

The User column of the Tasks table.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9060